Autonomous Driving. Waymo Leading The Charge With Ten Million Miles Driven And Counting
Waymo CEO John Krafcik made some bold decisions after taking the helm at Alphabet's self-driving project in September 2015. Chief among them was...
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Elastic: Why Is It Outperforming In Recent Tech Carnage?
Elastic NV (ESTC US) has been one of the best tech IPOs globally in 2018. Its current price is $62.53, up 74% from its IPO price of...
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DeNA (2432): Undervalued Internet Stock
Dena Co Ltd (2432 JP) used to be the GO-GO internet stock for both retail and institutional investors in Japan during the previous bull run before...
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AI Readings - Is AI Becoming an Oligopoly?
FEATURE NEWS Will Mobileye reduce Intel’s dependence on PC and Server markets? Intel made a splash when they acquired Israeli company Mobileye for...
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China Trip Notes - Education Spend On Korean Path…
I began my recent Asia trip speaking at an investor conference in Vietnam, where I focused on the shift in the EM development model toward value...
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